Purchases and Sales Made in Q4 2021 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
105K+ 26728.5% |
$13.7M - $15.1M
|
105K
$15.1M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
84KNew |
$11M - $12.1M
|
84K
$12M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
78.9KNew |
$10.3M - $11.3M
|
78.9K
$11.3M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66K+ 36.54% |
$8.62M - $9.48M
|
247K
$35.4M
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
60.6KNew |
$7.91M - $8.71M
|
60.6K
$8.69M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
55.6KNew |
$7.26M - $7.99M
|
55.6K
$7.97M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53.8K+ 3.76% |
$7.02M - $7.73M
|
1.49M
$213M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.8K+ 141.3% |
$5.59M - $6.15M
|
73.2K
$10.5M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40KNew |
$5.22M - $5.74M
|
40K
$5.73M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.6K+ 45.07% |
$5.17M - $5.69M
|
127K
$18.3M
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
33.5KNew |
$4.38M - $4.82M
|
33.5K
$4.81M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.5KNew |
$4.11M - $4.52M
|
31.5K
$4.51M
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
27.4KNew |
$3.58M - $3.94M
|
27.4K
$3.93M
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
24KNew |
$3.14M - $3.45M
|
24K
$3.44M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5K+ 437.09% |
$3.07M - $3.37M
|
28.9K
$4.14M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.8K+ 29.31% |
$2.71M - $2.98M
|
91.6K
$13.1M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 45.82% |
$2.57M - $2.83M
|
62.7K
$8.99M
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
19.4KNew |
$2.53M - $2.79M
|
19.4K
$2.78M
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.4K+ 118.32% |
$2.53M - $2.78M
|
35.7K
$5.12M
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19.1KNew |
$2.49M - $2.74M
|
19.1K
$2.73M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.1KNew |
$2.37M - $2.6M
|
18.1K
$2.6M
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
16.5KNew |
$2.16M - $2.37M
|
16.5K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 453.61% |
$2.13M - $2.34M
|
19.9K
$2.85M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 6.29% |
$2.04M - $2.25M
|
264K
$37.8M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.9K+ 15.23% |
$1.69M - $1.86M
|
97.8K
$14M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 548.46% |
$1.56M - $1.72M
|
14.1K
$2.02M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
11.9K+ 28.55% |
$1.56M - $1.71M
|
53.7K
$7.69M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.2K+ 729.01% |
$1.47M - $1.61M
|
12.8K
$1.83M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.8K+ 600.0% |
$1.41M - $1.55M
|
12.6K
$1.8M
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10.7K+ 22.51% |
$1.4M - $1.54M
|
58.4K
$8.36M
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
9.87KNew |
$1.29M - $1.42M
|
9.87K
$1.41M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.21K+ 2.91% |
$1.07M - $1.18M
|
291K
$41.6M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.04K+ 0.4% |
$1.05M - $1.15M
|
2M
$286M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 165.66% |
$1.03M - $1.13M
|
12.7K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.8K+ 4.32% |
$1.02M - $1.12M
|
188K
$27M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.47K+ 41.79% |
$975K - $1.07M
|
25.3K
$3.63M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.33K+ 4.31% |
$956K - $1.05M
|
177K
$25.4M
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.17K+ 105.71% |
$935K - $1.03M
|
13.9K
$2M
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.13K+ 12.29% |
$930K - $1.02M
|
65.1K
$9.33M
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
6.99K+ 9.28% |
$912K - $1M
|
82.3K
$11.8M
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.89KNew |
$899K - $989K
|
6.89K
$987K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.84K+ 1.48% |
$893K - $983K
|
469K
$67.1M
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
6.43KNew |
$839K - $923K
|
6.43K
$921K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.16KNew |
$805K - $885K
|
6.16K
$883K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.11KNew |
$797K - $877K
|
6.11K
$875K
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
5.21KNew |
$680K - $748K
|
5.21K
$747K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06K+ 13.96% |
$661K - $727K
|
41.3K
$5.92M
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.01KNew |
$654K - $720K
|
5.01K
$718K
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.94K+ 103.67% |
$644K - $709K
|
9.7K
$1.39M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.84K+ 24.25% |
$632K - $695K
|
24.8K
$3.56M
|